Wealth Manager

Relationship Manager

Reports to:Business Head

Work location : Bangalore, Hyderabad, Baroda, Mumbai

Notice period : Immediate or 15days

Client Relationship Management:

• Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
• Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.
• Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF .and Services according to Customer Needs.
• Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.

Financial Planning:

• Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.
• Develop personalized financial plans and investment strategies to help clients achieve their objectives.

Product Advisory:

• Provide advice on a range of wealth management products and services, including investment portfolios.
• Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios.

Portfolio Management:

• Build and manage investment portfolios based on clients' risk profiles and financial objectives.
• Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.

Business Development:

• Identify and pursue opportunities to expand the client base through referrals, networking, and other business development activities.
• Collaborate with internal teams to cross-sell other financial products and services.

Compliance and Risk Management:

• Ensure compliance with regulatory requirements and internal policies.
• Assess and manage risks associated with client portfolios and financial plans.

Desired qualifications: Graduate/PostgraduateCertifications Preferred:

• NISM-Series-V-A: Mutual Fund Distributors Certification Examination ..
• Series-XXI-A Portfolio Management Services (PMS)
• NISM Series XIX-A: Alternative Investment Funds
• NISM Series XIX-B: Alternative Investment Funds

Overall experience:3 to5 Years Salary range (per

Preferred Nationality/Origin:Indian

Interested candidates can send their resumes to harithacaptalenthr@gmail.com

Regards,

HR manager